Skip to main content

Creating a Project Task

Learn how to create a Project Task for a quick to-do or punch list item in CompanyCam.

Project Tasks are quick to-dos you can add to a Project — a simple way to track one-off punch list items without setting up a full Checklist. You can add a Task from the Project itself, attach one to a specific photo or video, or create one on the go from My Stuff.

Note: Project Tasks are best for simple, one-off to-dos — up to 100 per Project. If you need to capture detailed field information, step-by-step instructions, or assign work to specific Users, use a Checklist instead.


On the web

Adding a Task within the Project view

  1. Log in to CompanyCam.

  2. Open the Project you'd like to add a Task for.

  3. Click the collapsible Sidebar Icon on the right if it's collapsed.

  4. Under the Tasks section, click + New Task and type your Task. Press Enter or click + New Task again to add more.

Adding a Task to a photo or video

Open the Project and select a photo or video, then click + New Task, type your Task, and press Enter. The Task appears with a thumbnail of that photo or video in the Project's general Tasks section.

Marking a Task complete

Click the Circle Icon next to a Task to mark it complete. Completed Tasks automatically move to the Show Completed section, which displays as Hide Completed once expanded.


In the app

Note: To access Project Tasks in Offline Mode, open the Project in the app before turning on Offline Mode.

Adding a Task within the Project view

  1. Open the Project you'd like to add a Task for.

  2. Tap the To-Dos tab.

  3. Tap the + Icon, then tap Task.

  4. Enter the Task, then tap Create New Task.

Adding a Task from My Stuff

  1. From the Home Screen, tap My Stuff.

  2. Tap Tasks at the top of the screen and then tap the + Icon.

  3. Enter the Task details, then tap Create New Task.

Adding a Task to a photo or video

Open the Project and select a photo or video, tap the Tasks Icon, enter your Task, then tap Create New Task.

Marking a Task complete

Tap the Square Icon next to a Task to mark it complete.


FAQs

Is there a character limit for Project Tasks?

Yes, there's a 250-character limit for each Project Task.

Can Project Tasks be used in Project Templates?

No, Project Tasks can't be used in Project Templates.

Can I edit Project Tasks?

Yes, check out Editing and Deleting a Project Task for details.


💡 Need more help?

Contact our Support team — we're here Monday through Friday.

The CompanyCam Community has real job-site examples, templates, and tips from crews using this every day. Jump in with a question or just browse.

Did this answer your question?